Unclaimed
Jason Williams is a financial professional with experience in the financial industry. Jason is currently registered with Park Avenue Securities LLC and is licensed in Illinois, Maryland, Michigan, New Jersey, and New York. Jason's previous experience includes a role at Northwestern Mutual Investment Services, LLC. Jason's areas of specialization include financial planning, investment management, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
04/10/2024 - Present
Park Avenue Securities LLC (DEERFIELD IL)
IL
06/17/2023 - 03/11/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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